Analysis: Jared Moskowitz's buy of AMAT (Applied Materials, Inc.)
Assessment: Low signal
A routine, small-scale purchase of AMAT that was likely executed by an external adviser as part of a diversified tech batch, heavily contradicted by aggressive insider selling.
- Member: Jared Moskowitz
- Party / state: Democratic-FL
- Chamber: House
- Transaction: Buy
- Amount: $1,001 - $15,000
- Ticker: AMAT
- Company: Applied Materials, Inc.
- Trade date: 2026-06-18
- Disclosure date: 2026-07-26
- Disclosure lag: 38 days
Executive summary
On 2026-06-18, Rep. Jared Moskowitz (D-FL, House) reported a purchase of Applied Materials (AMAT) in the $1,001–$15,000 range, disclosed on 2026-07-26 (38-day lag). The AMAT purchase occurred alongside several other small, same-window trades in multiple large-cap names (e.g., MSFT, META, HD) and one small sale (SPGI). Primary-source enrichment available in this run shows an AMAT 8-K (earnings/results) filed 2026-05-14 and multiple Form 4 insider sales in the 2026-05-19 to 2026-07-18 window.
Within the provided trading-history dataset, AMAT appears exactly once for this member (a first-time purchase on 2026-06-18) and is the final date in the dataset. The AMAT transaction size range matches the most commonly observed range in the member’s dataset ($1,001–$15,000), and it coincides with a multi-trade batch in adjacent dates that includes several purchases and one sale, all in the same small-dollar range. The user-provided SEC EDGAR enrichment for AMAT identifies an 8-K filed 2026-05-14 (Items 2.02 and 9.01) reporting quarterly results, and it lists 34 insider sale-type Form 4 transactions (0 buys) within the enrichment window (2026-05-19 to 2026-07-18), including an insider sale dated the same day as the member’s AMAT purchase (2026-06-18). Additional context checks (Congress.gov legislative activity, Federal Register/regulatory activity, USAspending awards, Regulations.gov dockets, and news searches) could not be completed in this environment due to lack of live web access.
Timeline
- 2026-05-14 — Applied Materials filed an 8-K reporting quarterly results (Items 2.02, 9.01). The attached earnings release reported record revenue for Q2 FY2026 and included management commentary about expected growth in the semiconductor equipment business.
- 2026-06-17 — Same-day/nearby portfolio activity by the member (±1 day of AMAT trade): Purchases of MNST, HCA, META, MSFT, HD; Sale of SPGI. Each listed at $1,001-$15,000.
- 2026-06-18 — Jared Moskowitz purchased AMAT (Applied Materials) for $1,001-$15,000 (owner: self).
- 2026-06-18 — Form 4 activity included a sale by an AMAT executive (Raja Prabu G., President, Semiconductor Products Group) dated 2026-06-18 (10,000 shares at $633.53).
- 2026-07-26 — Trade disclosure filed for the member's AMAT purchase.
Independent analysis of public financial disclosures. Not financial or investment advice.